ARE YOU A BREADSHARER OR A BREADWINNER? According to brokers, homebuyers aren’t able to buy homes for just the asking price. September 26, 2018 | Stacy Rapacon Women are often at the center of the discussion around balancing life between work and family, but...
No. 96 of 106 Things We Do For Clients Recommend appropriate changes of direction in your portfolio. We periodically review your retirement plan, tax planning, estate planning, named beneficiaries, how your assets are titled, and investments. When something changes in...
Watch this video on YouTube The call I recently received from a distraught client dealt with a disturbing question I’d never heard in all my 45 years of owning and selling real estate and my 35 years in financial planning. “Rick, my tenant committed...
No. 95 of 106 Things We Do For Clients Help bring you peace of mind. More than any other single outcome, almost every person who engages a planner is looking for one thing in common: to sleep better at night. That might sound simplistic and silly, but think about it....
Watch this video on YouTube If you watch TV shows that flash luxury products and feature rags-to-riches stories or the lives of the rich and famous, will you become more materialistic and cold-hearted toward the poor? You might, according to an August 1 story by Sarah...
